BBDC · Barings BDC, Inc.

$9.02 +0.03 (+0.33%) At close · Sep 4

Market Cap

$944.46M

104.71M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 203

Total Value: $427,217,730

Total Shares: 50,142,938

Showing 1–100 of 205 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding BBDC

All superinvestors →

Joel Greenblatt $340,800

Holder Concentration

Across 203 13F filers · Δ vs Mar 31, 2026

Top Holder

27.2%

−1.6 pts

Top 5

54.7%

+0.4 pts

Top 10

68.4%

+1.4 pts

HHI

1,014

Broadly held−60

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: +9.6%

Shares held: +5.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid ARES MANAGEMENT LLC	+534,151	4,164,327
Mega UBS Group AG	+522,846	2,105,638
Mega VAN ECK ASSOCIATES CORP	+484,649	2,309,564
Mid PRIVATE MANAGEMENT GROUP INC	+479,536	4,779,724
Mega FRANKLIN RESOURCES INC	+395,024	1,365,788

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Diameter Capital Partners LP	−1,375,211	96,589
Mega D. E. Shaw & Co., Inc.	−268,200	37,677
Large BI Asset Management Fondsmaeglerselskab A/S	−203,866	42,893
Mega WELLS FARGO & COMPANY/MN	−164,863	760,559
Large Focus Partners Wealth	−47,568	907,615

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid GCM Grosvenor Holdings, LLC	475,000	$4,047,000
Small Financial Gravity Companies, Inc.	224,104	$1,909,366
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	205,194	$1,748,252
Small Privium Fund Management (UK) Ltd	150,500	$1,282,260
Large MARSHALL WACE, LLP	122,815	$1,046,383

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Financial Gravity Asset Management, Inc.	240,300	$1,977,669
Large Lansforsakringar Fondforvaltning AB (publ)	185,152	$1,523,800
Small Dynamic Technology Lab Private Ltd	76,271	$627,710
Mega MILLENNIUM MANAGEMENT LLC	49,828	$410,084
Mid OneDigital Investment Advisors LLC	35,712	$293,909

Filter: New 31 Increased 72 Reduced 59 Sold out 32 Unchanged 41

Showing 100 of 205

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BARINGS LLC

$116,210,082

27.20%

13,639,681

PRIVATE MANAGEMENT GROUP INC

$40,723,248

9.53%

4,779,724

ARES MANAGEMENT LLC

$35,480,066

8.30%

4,164,327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ares Capital Management III LLC	4,164,327	$35,480,066	100.0%	Defined

Cresset Asset Management, LLC

$21,685,725

5.08%

2,545,273

VAN ECK ASSOCIATES CORP

$19,677,484

4.61%

2,309,564

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
VanEck Investments Limited	470,088	$4,005,149	20.4%	Sole
Held directly	1,839,476	$15,672,335	79.6%	Sole

UBS Group AG

$17,940,034

4.20%

2,105,638

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	33,524	$285,624	1.6%	Defined
UBS AG	2,069,755	$17,634,312	98.3%	Defined
UBS Securities LLC	2,359	$20,098	0.1%	Defined

FRANKLIN RESOURCES INC

$11,636,513

2.72%

1,365,788

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PUTNAM INVESTMENT MANAGEMENT LLC	1,365,788	$11,636,513	100.0%	Defined

Russell Investments Group, Ltd.

$10,518,042

2.46%

1,234,512

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investments Implementation Services, LLC	1,234,512	$10,518,042	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$9,627,429

2.25%

1,129,980

DIMENSION CAPITAL MANAGEMENT LLC

$8,695,350

2.04%

1,020,581

MORGAN STANLEY

$8,184,113

1.92%

960,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	3,300	$28,116	0.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	82,498	$702,882	8.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	871,690	$7,426,798	90.7%	Defined
Morgan Stanley Bank, N.A.	3,066	$26,122	0.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	23	$195	0.0%	Defined

Focus Partners Wealth

$7,732,879

1.81%

907,615

Legal & General Group Plc

$7,496,083

1.75%

879,822

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd	879,822	$7,496,083	100.0%	Defined

WELLS FARGO & COMPANY/MN

$6,479,962

1.52%

760,559

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	34,260	$291,895	4.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	726,299	$6,188,067	95.5%	Defined

Muzinich & Co., Inc.

$6,091,416

1.43%

714,955

BANK OF AMERICA CORP /DE/

$5,885,419

1.38%

690,777

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	135,462	$1,154,136	19.6%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	465,039	$3,962,132	67.3%	Defined
BOFA SECURITIES, INC.	90,276	$769,151	13.1%	Defined

RAYMOND JAMES FINANCIAL INC

$5,817,609

1.36%

682,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	59,200	$504,384	8.7%	Defined
Raymond James Financial Services Advisors, Inc.	623,618	$5,313,225	91.3%	Defined

Sumitomo Mitsui Trust Group, Inc.

$4,919,550

1.15%

577,412

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	577,412	$4,919,550	100.0%	Defined

BlackRock, Inc.

$4,338,552

1.02%

509,220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Asset Management Ireland Ltd	398,582	$3,395,918	78.3%	Sole
Aperio Group, LLC	110,190	$938,818	21.6%	Sole
SpiderRock Advisors, LLC	448	$3,816	0.1%	Sole

Thrivent Financial for Lutherans

$4,054,104

0.95%

475,834

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Investment Management Inc.	158,992	$1,354,611	33.4%	Sole
Thrivent Advisor Network, LLC	316,842	$2,699,493	66.6%	Sole

GCM Grosvenor Holdings, LLC

$4,047,000

0.95%

475,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GCM Grosvenor L.P. joint	475,000	$4,047,000	100.0%	Defined

Advisors Asset Management, Inc.

$3,553,274

0.83%

417,051

Bulldog Investors, LLP

$2,866,136

0.67%

336,401

GraniteShares Advisors LLC

$2,627,159

0.61%

308,352

LPL Financial LLC

$2,502,537

0.59%

293,725

OSAIC HOLDINGS, INC.

$2,499,426

0.59%

293,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	284,569	$2,424,527	97.0%	Defined
Osaic Advisory Services, LLC	8,791	$74,899	3.0%	Defined

Callodine Capital Management, LP

$2,470,800

0.58%

290,000

Hennion & Walsh Asset Management, Inc.

$2,142,183

0.50%

251,430

Financial Gravity Companies, Inc.

$1,909,366

0.45%

224,104

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

$1,864,269

0.44%

218,811

NEUBERGER BERMAN GROUP LLC

$1,766,400

0.41%

207,324

RIVERNORTH CAPITAL MANAGEMENT, LLC

$1,748,252

0.41%

205,194

Cambridge Investment Research Advisors, Inc.

$1,638,131

0.38%

192,269

STEEL GROVE CAPITAL ADVISORS, LLC

$1,300,722

0.30%

152,667

Privium Fund Management (UK) Ltd

$1,282,260

0.30%

150,500

HighTower Advisors, LLC

$1,251,085

0.29%

146,841

CANADA LIFE ASSURANCE Co

$1,183,359

0.28%

138,892

HUB Investment Partners, LLC

$1,172,420

0.27%

137,608

Cliffwater LLC

$1,079,935

0.25%

126,753

MARSHALL WACE, LLP

$1,046,383

0.24%

122,815

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	122,815	$1,046,383	100.0%	Other

Invesco Ltd.

$945,515

0.22%

110,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	241	$2,053	0.2%	Defined
Invesco Investment Advisers LLC	110,735	$943,462	99.8%	Defined

Balyasny Asset Management L.P.

$936,177

0.22%

109,880

SageGuard Financial Group, LLC

$901,961

0.21%

105,864

SAXON INTERESTS, INC.

$895,077

0.21%

105,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRD	105,056	$895,077	100.0%	Defined

CITADEL ADVISORS LLC

$880,337

0.21%

103,326

HBK INVESTMENTS L P

$852,000

0.20%

100,000

&PARTNERS

$848,677

0.20%

99,610

BLAIR WILLIAM & CO/IL

$842,057

0.20%

98,833

Diameter Capital Partners LP

$822,938

0.19%

96,589

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$798,017

0.19%

93,664

DENALI ADVISORS LLC

$708,710

0.17%

83,182

Ethos Financial Group, LLC

$695,402

0.16%

81,620

Apollon Wealth Management, LLC

$659,030

0.15%

77,351

Cetera Investment Advisers

$638,599

0.15%

74,953

FreeGulliver LLC

$633,964

0.15%

74,409

Prime Capital Investment Advisors, LLC

$608,038

0.14%

71,366

Caliber Wealth Management, LLC / KS

$602,236

0.14%

70,685

Kestra Advisory Services, LLC

$536,325

0.13%

62,949

Tidal Investments LLC

$524,738

0.12%

61,589

MML INVESTORS SERVICES, LLC

$522,284

0.12%

61,301

Campbell & CO Investment Adviser LLC

$520,631

0.12%

61,107

STIFEL FINANCIAL CORP

$515,468

0.12%

60,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	60,501	$515,468	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$490,913

0.11%

57,619

PFG Investments, LLC

$427,150

0.10%

50,135

XTX Topco Ltd

$419,328

0.10%

49,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	49,217	$419,328	100.0%	Defined

Lido Advisors, LLC

$412,802

0.10%

48,451

Bison Wealth, LLC

$399,920

0.09%

46,939

LSV ASSET MANAGEMENT

$397,884

0.09%

46,700

Virtus Investment Advisers, LLC

$394,152

0.09%

46,262

MQS Management LLC

$368,157

0.09%

43,211

BI Asset Management Fondsmaeglerselskab A/S

$365,448

0.09%

42,893

Gotham Asset Management, LLC

$340,800

0.08%

40,000

D. E. Shaw & Co., Inc.

$321,008

0.08%

37,677

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	37,677	$321,008	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$314,370

0.07%

36,898

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	25,288	$215,453	68.5%	Other
G1 EXECUTION SERVICES, LLC	11,610	$98,917	31.5%	Other

Closed-End Fund Advisors, Inc.

$300,619

0.07%

35,284

Curi Capital, LLC

$279,686

0.07%

32,827

Prosperity Consulting Group, LLC

$275,460

0.06%

32,331

Western Wealth Management, LLC

$272,035

0.06%

31,929

MACKENZIE FINANCIAL CORP

$264,171

0.06%

31,006

ROYAL BANK OF CANADA

$258,751

0.06%

30,370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	16,817	$143,280	55.4%	Defined
RBC Rochdale, LLC	13,553	$115,471	44.6%	Defined

Creative Planning

$248,732

0.06%

29,194

Sunbeam Capital Management, LLC

$240,749

0.06%

28,257

WEDBUSH SECURITIES INC

$237,588

0.06%

27,886

Sigma Planning Corp

$237,264

0.06%

27,848

Waverly Advisors, LLC

$236,856

0.06%

27,800

BFSG, LLC

$232,894

0.05%

27,335

EAGLE GLOBAL ADVISORS LLC

$232,553

0.05%

27,295

DRW Securities, LLC

$231,897

0.05%

27,218

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Investments	27,218	$231,897	100.0%	Other

PRICE T ROWE ASSOCIATES INC /MD/

$216,220

0.05%

25,378

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price Australia Limited	25,378	$216,220	100.0%	Defined

Arkadios Wealth Advisors

$208,917

0.05%

24,521

Triumph Capital Management

$207,598

0.05%

24,366

Advisor OS, LLC

$204,948

0.05%

24,055

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Redwood Private Wealth	24,055	$204,948	100.0%	Sole

CAPTRUST FINANCIAL ADVISORS

$204,701

0.05%

24,026

CAXTON ASSOCIATES LLP

$203,806

0.05%

23,921

STEPHENS INC /AR/

$200,867

0.05%

23,576

Raleigh Capital Management Inc.

$193,105

0.05%

22,665

Virtu Financial LLC

$192,943

0.05%

22,646

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	22,646	$192,943	100.0%	Defined

Advyzon Investment Management, LLC

$192,066

0.04%

22,543

Ausdal Financial Partners, Inc.

$191,758

0.04%

22,507

Koshinski Asset Management, Inc.

$189,186

0.04%

22,205

Key facts CIK 1379785 CUSIP 06759L103 13F (30d) 129 filings 122 filers Visit website